Workflow: How to get rid of the "more actions" button?

  • John Voegtlin
    Answered on June 10, 2021 10:13 PM

    More Actions?

    How do I add a link to the email that goes to the approver that goes to the inbox or to this specific entry without automatically approving or denying it? What is the proper way to add a "More Actions" link?

  • Sam_G
    Answered on June 11, 2021 05:06 AM

    Hello John,

    When you add more than 2 buttons in the Approver email then the "MORE ACTIONS" button appears by default.

    Sample:

    1621914895 60ac750f88edb  Screenshot 10

    Now when you click on any of the buttons you'll be redirected to the inbox where you can select the desired action.

    1621915016 60ac7588b499c 1test Screenshot 21

    The outcome will remain the same no matter which button you click on in the email. You'll be redirected to the Pending approvals tab in your inbox.

    Let us know if you have any other questions.

  • John
    Answered on June 11, 2021 12:04 PM

    ok... how do add another button to the approval email?

  • Andrew Manager of Enterprise Frontline Support
    Answered on June 11, 2021 02:29 PM

    Hello there,

    Thank you for reaching out to JotForm Support! The number of available options in your approval email will be dictated by the branches that follow that email in your approval flow. The Default Approval email will only include options to Approve and Deny, however, if you click on the settings for that element, you can ad additional outcomes (see below.)

    1623436077 60c3ab2dcefbe  Screenshot 10

    Once you add your new outcome, you can add a new branch to dictate the behavior if this third option is selected, and doing so will automatically add the extra button to your email (see below)

    1623436131 60c3ab638c221  Screenshot 21

    Please let us know if any additional assistance is needed, and have a great day!

  • John Voegtlin
    Answered on June 11, 2021 03:57 PM

    So, I have to make another useless branch with a dead end and a button called something like "don't click this" just to get my approver to the inbox where they'd be able to use the built in "request more info" feature?

    That seems counterintuitive.

    Please let me know if there's a way to make my buttons go to the inbox, a manual link I can insert into the email, or something... Approve, Deny, Go To Inbox is what I really want, not an actual third action, and certainly not a button they might click which then keeps them from actually approving/denying the submitter.

  • Andrew Manager of Enterprise Frontline Support
    Answered on June 11, 2021 05:15 PM

    Hi there,

    Thank you for the follow-up, and apologies for the misunderstanding. If you are simply hoping to include a link to the inbox view of the corresponding submission in each email, you can do so by just adding the inbox URL for that form in question, and then adding the submission ID at the end as a variable.

    For example, if you were trying to set this up for https://www.jotform.com/211582427266053, you could input the following into your email template: https://www.jotform.com/inbox/211582427266053/{id}. When the email is sent, {id} will be replaced with the submission ID, and will take you directly to the inbox for that submission.

    The only limitation here is that your Inbox Tab can only be viewed by the owner of this account, so each of your approvers would need to be logged into your account to be able to follow these links.

    Please let us know if any further assistance is needed, and have a great day!

  • John V
    Answered on June 16, 2021 01:07 PM

    Yeah, the approver is not an account owner, so that won't work... I've decided to NOT use the more actions button and that just emailing the submitter directly if we need to ask for more information is adequate. Your feature isn't great the way it's implemented, and we've chosen not to use it.

    However, I have a separate problem now, that's somewhat related, maybe?

    I added a second approver (myself) in much the same configuration as the HOA Approval Process Template, but now I am STUCK with a More Actions button in the emails... not only that, but if the outside person (not myself) hits More Actions, the system registers it as Approve, and unless they see the little pop up window to "Undo Task" at the top right, they're stuck with having approved a form that they really wanted to do "more actions" on.

    I'm guessing that I should just delete the entire flow, and start from scratch to get rid of the "more actions" button at this point? If I try to delete it from the custom email, it just reappears, even though I no longer have any third options.

  • John V
    Answered on June 16, 2021 01:14 PM

    Answered that myself, just deleted and created the approval flow from scratch, and the More Actions button is still being forced in, I will submit a test to see if the More Actions automatically approves again... '

    This system is really not ready for prime time.

  • Andrew Manager of Enterprise Frontline Support
    Answered on June 16, 2021 02:37 PM

    Hello John,

    Thank you for the follow-up, and apologies for the inconvenience! Please do test this out again, and if you are still seeing this unwanted behavior with the "More Actions" button, please provide us with the URL of the form in question so that we can get a closer look at your approvals flow.

    User Guide- https://www.jotform.com/help/401-where-to-find-my-form-url

    We appreciate your patience, and look forward to your response!

  • John V
    Answered on June 16, 2021 04:45 PM

    I deleted my test forms, I created a brand new form, I created a brand new approval flow to go with it, I didn't change anything else... that one approver had "More Actions" buttons by default... I deleted that form, logged out, closed my browser, and decided to give up for the day.

    The form in question is: 211606121084140

    I don't know if the other approver's More Actions button is going to attempt to auto-approve the way my test account on the old test form did, but I'd rather that the button just wasn't there, just in case, but I can't remove it and even starting from scratch, I can't get rid of it. I used the template for the HOA form, but as soon as I changed one of the email addresses on the approval step, both emails had a "more actions" button I couldn't get rid of. I deleted that form, too.

  • John V
    Answered on June 16, 2021 04:49 PM

    sorry, that's the Approval Flow number?

    the form number is 211606114121033

  • Andrew Manager of Enterprise Frontline Support
    Answered on June 16, 2021 06:08 PM

    Hello there,

    Thank you for the follow-up! I just checked in on this form and approval flow, and I am seeing the same thing that you are: The More Actions button is being included regardless of whether more options should be available, and it cannot be manually removed. I will be escalating this to our Developers for further investigation.

    While we are unable to offer an ETA for this issue to be resolved, this thread will be used to track our progress, and any updates will be published here as soon as they become available.

    Thank you!

  • John V
    Answered on July 07, 2021 03:41 PM

    Thanks for the acknowledgement of the issue, any possible resolution?

    We're probably going to just launch our form and tell the approver "DON'T CLICK MORE ACTIONS - it might auto-approve"

  • Andrew Manager of Enterprise Frontline Support
    Answered on July 07, 2021 05:01 PM

    Hello there,

    Thank you for the follow-up here! I am reaching out to our Developers to request a status update on this investigation. I will provide you with any new information directly via this thread as soon as it becomes available.

    Thank you again for your patience, and have a great day!

  • catiescause
    Answered on July 31, 2021 10:26 AM

    Hello:

    I am encountering that same problem, I'd like to use this to have a parent confirm/approve an action by their child. I don't want to send them to the inbox and I don't want the More Options button to appear.

    Is this possible? Approval flows has great opportunity for use outside those who you want fishing around in the inbox.

    Karen Smith

  • Billy JotForm Support
    Answered on July 31, 2021 11:47 PM

    Hello,

    Thanks for patiently waiting.

    So to clarify, the 'More Actions' button appearing even though we've already removed it from the email's body is a bug that is currently being investigated by our backend team.

    I've found a workaround to hide it by injecting CSS code to the email's source code! This may be a tedious task for you so I already injected the code myself. But to create a reference for this change that I made, I will be sharing a screenshot:

    1627789172 61061774bd53a  Screenshot 10

    No CSS code injected:

    1627789217 610617a1eb973  Screenshot 21

    After injecting the code:

    1627789231 610617af756c2  Screenshot 32

    Please try it on your end and let us know if you're still having the same problem. We'll be waiting for your response.

  • Servet Product Manager
    Answered on June 10, 2022 07:19 AM

    Hi John,


    It's now possible to remove 'More Actions' button in Approval Request Email. In order to do this, click 'Edit' of Approval Request Email and click on 'Show/Hide approval action' setting in the email editor. Uncheck the 'More actions' option and it the button will be removed from the email.

    You can add it back by clicking on the checkbox again. You can also change the text of this button by clicking on edit button.


    Please see below gif:

    1654859825 62a32831281ba  Screenshot 10


    Please let us know if you face with any issues.